Can MS CRM be deployed effectively in a MS terminal services thin client
environment? We currently run terminal services and are looking to install MS
Outlook and MS CRM across our company

Well, as long as you only want to run the web client, it will work fine.
However, the SFO client does not support multiple user profiles. It will only
work for the user that it was installed under.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 6 Sep 2004 16:25:02 -0700, dionsrdgroup
<dionsrdgroup@discussions.microsoft.com> wrote:

Can MS CRM be deployed effectively in a MS terminal services thin client
environment? We currently run terminal services and are looking to install MS
Outlook and MS CRM across our company

"Matt Parks" <mattp65@RemoveToX_XYahoo.com> wrote in message
newsgiqj0t2l3fc7au0qsvf0dh40kfrdkv3jk@4ax.com...
Is there any performance advantage in doing this? Has CRM browser not be
designed effectively as a client server architecture thus effectively
obsoleteing Terminal Server by optimising client-side browser behaviours and
server side scripting? Or in real life, there are advantages in actually
deploying with TS?
Just wondered.....

Thanks,
Tony

One advantage is that TS opens up a greater range of end-user clients that
are otherwise not supported - eg CRM-unsupported Windows operating systems,
or supported operating systems with CRM-unsupported versions of internet
explorer, or with very low spec hardware.

Another possible advantage in some scenarios is that lower bandwidth
connections will work


"Antoine" <mfns15@dsl-spam.pipex.com> wrote in message
news:10jr1vjcfbk5reb@corp.supernews.com...

Hi Curt,

Is CRM installed on this particular TS box, or a different box? If CRM is
installed on the TS, have you tried SFO on this box, also?

--
Les Connor [SBS MVP]
-------------------------------------
SBS Rocks !



"Curt Spanburgh" <CurtSpanburgh@discussions.microsoft.com> wrote in message
news:792ABB56-38C5-416A-BE25-9721A79AB387@microsoft.com...

Oh No, that would be a mistake. The CRM Server is back on the domain and the
TS server is put in a DMZ with only the ports needed to reach it. For
obvious reasons we avoid the standard ports.

We also use the object model of MSCRM to create custom apps and deployment
is this manner has been good. After all you get 128 encryption.

Lots of possiblilities.

But this was not done on a SBS box. I have done other installs of CRM on
SBS2000 and SBS 2003.

2003 presented some problems and quite frankly it is alot to ask of a single
machine. It can be done. I have done it in production, but then the admins
at the client site mess it up with their NT 4.0 thinking.

What can I say. It's a .NET application folks.
/;>


"dionsrdgroup" wrote:

Curt,

I've been looking into ways to take a w2k3 server, in TS apps mode, with CRM
installed on it - and ploink it into a functioning SBS2k3 network as a
member server. This is not for production - rather to demonstrate TS and CRM
in the SBS environment (mostly TS) - without permanently altering the
production environment. I want to leave it in there for a few weeks.

I think it will work ok (performance is not key in this case), and it was my
understanding that we'd have to leave SFO out of the mix for outlook
sessions on the TS/CRM box. (that's what prompted my question).

A lot to ask of a single box ;-). In a test environment, I have a single box
running SBS2k3, with VS w2k3 member server in ts apps mode. The OS's do have
more or less dedicated cpu and ram, and are on separate arrays - so far I'm
not dissapointed in the performance. I'm just about to give CRM a go on the
w2k3 VM.

--
Les Connor [SBS MVP]
-------------------------------------
SBS Rocks !



"Curt Spanburgh" <CurtSpanburgh@discussions.microsoft.com> wrote in message
news:A75BE82E-A145-456B-ACCA-C37B80751A58@microsoft.com...

Will the next revision of SFO client support multiple profiles? Many
organizations use the VPN/Thin Client/Citrix model to update whilst out of
the office since updated to collaborative apps can the be made in real-time
as opposed to waiting foe re-sync of local MSDE to CRM/SQL.

Steve Hathaway
Senior Engineer
Logi-Tech Pty Ltd
South Australia

"Matt Parks" wrote:

Having just left the CRM product management team a week ago, I can say for
certain that support for the scenarios you describe is not planned.

Jason Hunt
Invoke Systems

This posting is provided "AS IS" with no warranties, and confers no rights.


"Steve Hathaway" <Steve Hathaway@discussions.microsoft.com> wrote in message
news:9D696561-8290-4B16-9AB0-C8C0DC6844AB@microsoft.com...

Curt,

It sounds like you are only using the web client. Is this correct? I have
gotten that to work as well but I also need to setup the full outlook client
in a TS environment. Have you gotten that to work as well? Has anyone managed
to make this work? Can I turn off the offline synchronization capability so
that it doesn't require MSDE? Not likely eh...


Thanks,

Chris


"Curt Spanburgh" wrote:

Chris,

Multi-profile configurations are not supported with the SFO client. There is no
way to disable the offline synch capability at this time.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 15 Nov 2004 13:59:06 -0800, "Chris" <Chris@discussions.microsoft.com>
wrote:

Curt,

It sounds like you are only using the web client. Is this correct? I have
gotten that to work as well but I also need to setup the full outlook client
in a TS environment. Have you gotten that to work as well? Has anyone managed
to make this work? Can I turn off the offline synchronization capability so
that it doesn't require MSDE? Not likely eh...


Thanks,

Chris


"Curt Spanburgh" wrote:

Sorry I never got back to you on this.

My life is too busy and I missed the notification.

I have some information on the Mark Minasi Tech forum that has a CRM and
Business APP forum. For what it's worth, I am the moderator although there
are alot of people better than me with CRM. It's a BIG product.


"Les Connor [SBS MVP]" wrote:

I have windows 2003 machine that i installed the CRM on, i installed the
sample database so that the managers here could evaluate it and see if we
should go with MS crm. The only problem was that alot of the functionality
is provided through outlook, maning that eash person would have to add a
smaple users login to thier existing outlook.

I figured an easy solution would be to install terminal services and set up
each sample user with thier own profile, outlook etc. When i try to install
the outlook client from terminal services or on the machine i get a message
saying that C:\program files\crm isnt empty and the install may overwrite
some files!! and there is no where in the install to change it.

Do you have any suggestions? and whats the SFO?

thanks a bunch

"Curt Spanburgh" wrote:

Ok I found that I need to use the terminal services specific client install,
but I am still having issues. When I log into terminal services and install
the ts client outlook gives me an error

“An Error occurred loading Microsoft CRM functionality.
Try restarting outlook
Contact your system administrator if the problem persists�

I found another post about an error in the install script (it refers to the
wrong build) I followed these instructions but it didn’t resolve the issue.

I am able to access the web based version with no issue but have found that
lots of the functionality is through outlook from within the terminal
services session, I’m also able to use the outlook client if I add myself as
a user and install the desktop client locally on my machine. I’m not able to
get the outlook client working in TS.

The integration with outlook is the main reason we’re looking to buy MSCRM
and I must admit that its not very easy to evaluate the product, and I'm not
looking forward to setting it up all over if we do buy it!!

Does anyone have any ideas
(Oh i also found a a post that said the error could be fixed by adding
http:\\server:5555 to the trusted sites in ie but that didnt work either)

"Simone" wrote:

My installation of the TS "Desktop Client" shows me what I expected.

Within Outlook 2003 there is a Microsoft CRM folder. When Referenced, it
provides the functionallity of the web client.

You are presented with fire areas. Workplace, Marketing, Settings,Sales,and
Service.

Now consider this. On a Laptop client configuration the MSCRM Laptop client
would install personal SQL databases that would be accessable for only the
person who was logged into the laptop during the install. This gives that
laptop a great deal more functionality. In addition to that, OSTs are able to
used on the laptop client. OSTs or Outlook2003 does not function on
Terminal server.

So by the nature of it's multi user "HKEY_Local_ User" Hive, Terminal server
cannot provide everything that a Member machine desktop or laptop can provide.

Your Idea of showing some of the functionality via terminal server is good.
But the CRM client software now has three versions. The desktop client, the
laptop client and the Terminal server client. Each will have some
differences.

By the way, the Outlook Junk email filter does not work on Terminal server,
either.


And now come VISTA. We will see what happens with this.
I would look at the TS client as an alternate way to provide some of the
functions but it is scaled down because of the multiuser environment.


"Simone" wrote:

Well, I was Wrong. There is an instance of MSCRM$SQL installed on the TS
server.

I will have to investigate this further and come back to you all with some
details.

But for now there is some functionality in the TS CRM client.


"Curt Spanburgh" wrote: